Welcome to Crash Course, a podcast about business, political, and social disruption and what we can learn from it.

I'm Tim O'Brien. Every week on Crash Course, I'm going to bring listeners directly into the arenas where epic upheavals occur and

I'm going to explore the lessons we can learn when creativity and ambition collide

with competition and power.

Listen to Crash Course every Tuesday on the IHeartRadio app, Apple Podcasts,

or wherever you get your podcasts.

This is bluebird surveillance.

I would expect the interest rate in the Eurozone and its peripheral will be zero or lower for the rest of this decade.

Sector selection does matter a whole lot.

You avoided energy last year, you probably did relatively well.

It's half the global economy and it's all slowing.

My sense is though this year things will start to turn around and I think

that turnaround will be led by China.

Bloomberg's surveillance, your link to the world of economics, finance and investment

on Bloomberg Radio.

Good morning everyone.

Barry Redholtz and Tom King Bloomberg surveillance.

Right now, though, breaking economic data,

which means we must, we must go to Vinny Gell-Judice.

Vinny, what do you see with Case Schiller?

Well, it's up, Tom.

Year over year, the S&P Kishiller Home Price Index

...